| ACT! 2005 CD 2 Advanced Lessons |
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| Join the Group |
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| Creating a Group |
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Why and How to make a
new group |
| Adding a single contact
to a group |
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Easy contact addition
to the group |
| Converting Groups to Companies |
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Make companies out of groups |
Exporting Group data to
Excel |
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Move the groups
information to a spreadsheet |
| Groups and Subgroups |
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| Group
Rules |
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How ACT! can add
contacts to group automatically |
| Lookup Group-Save
Lookup as a Group |
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Find a Group of
records-create a group from a lookup |
| Communications |
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| Create an Email message |
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Modify the email
template |
| Creating Document
Templates |
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Design Mail merge
documents |
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| Modifying the
Database Structure |
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| Modify a User Field and
the Layout Name |
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2 step process |
| Adding
Fields-Aligning-Properties Window |
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Customizing the
placement of fields and objects |
| Adding or Hiding Tabs |
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Customize what tabs are
seen |
| Working with Field
Types |
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Understanding and using
the types of fields |
| Creating Drop-down
lists |
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Make a list to add to a
field or fields |
| Adding a Drop-down list
to an Existing field |
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Add the list to the
field |
| Activating a Field
Trigger |
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Add an activity series
to a contact with a field change |
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| Advanced Lookups and Queries |
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| Lookup by Example |
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Form filling to find
contacts |
| Lookup by Activity |
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Find contacts with who
you have activities scheduled |
| Advanced Query Example |
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Using logical searches
on fields |
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Premium Users Only!! |
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Works with Premium only |
| Adding Resources and
Scheduling |
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Add a conference room
to the schedule |
| Searching Schedules for
Availability |
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Who can show up? |
| Invitations-sending and
responding |
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Asking contacts to join
you |
| Managing Teams for
Contact Access |
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Which contacts can you
see? |
| Limited Access for New
Contacts |
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Default settings for
remotes |
| Security Settings for
Premium |
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Adjusting security on a
contact |
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Reports |
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| Reports in ACT! |
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Standard reports and how to run them |
| Modifying a Report |
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Make the report you want |
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| Advanced Sales
Opportunity lessons |
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| Graphing Sales Opportunities |
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Sales Funnel and charting |
| Generating a Quote |
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Give them the numbers |
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Potpourri |
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| Sharing Outlook Activities |
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Update ACT! activities with Outlook and vice-versa |
| Update Salutations |
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Change salutations in multiple contacts |
| Sorting your data |
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Change the default sort order of contact records |
| Creating Events |
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Company-wide activities |
| Customizing the
Desktop |
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| List view for printing and send to Excel |
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Adjust the list and one-click to Excel |
| Setting Personal Preferences |
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Customize the way ACT! behaves for you |
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Advanced Activity Things |
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| Custom Activity Type
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Tennis anyone? |
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Adjust how priorities
are set |
| Granting Calendar Access
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